June 2018
Here in the Okanagan, the weather has turned and it feels like summer has arrived early! As the true summer months approach and tax season behind us, our business practice tends to have a slower pace as most people are enjoying their holiday time. We like to use this time of year to encourage you to sit down and let us help you with your financial and estate planning. We can go through this process in person, or by telephone and email. You can let us know what type of communication works best, and don’t worry we will make sure to remind you that we offer these planning services in-house.
Holtby & Associates Team Update:
Please Welcome Jones Schack to The Team
We are pleased to welcome Jones Schack as our new Associate Advisor to our team. Jones (pronounced ‘Yonis’) is just starting to settle into his new role and is excited to meet with each of you. He brings over 7 years of financial work experience with him. Jones, his wife Whitney and their two children Owen & Olive, call Kelowna home and love living the Okanagan lifestyle and all that it has to offer.
Natel’s direct line is 250.712.2187 / natel.hull@rbc.com
Jillian can be reached at 250.712.2195 / jillian.hughes@rbc.com
Jones Schack can be reached at jones.schack@rbc.com
Please stay tuned to our website, www.cairyholtby.com
You will be able to find articles we post as well as the regular Global Insight Weekly and Monthly publications.
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| Perspectives Volume 6, Issue 1 Considerations for transferring wealth while living or through a Will. Making financial education a priority for younger individuals and multi-generational families. Recognizing digital risks and how to better protect yourself and your family. Understanding the duties and responsibilities of a Power of Attorney. Financial planning checklist for seniors… |
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| Are you ready to be an Executor? It’s not for the faint of heart The role of an executor is an important one. Here are some things to consider before carrying out your duties.
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| Navigating a world in transition: 11 moments from Milken But for all the economic sunshine at the Milken Institute Global Conference 2018, there are concerns on the horizon, too. Here are some key takeaways. |
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| Interesting Reads
Bitcoin and Beyond: Five Things to Know About Cryptocurrency
Source: RBC Wealth Management
Oil prices: Is the energy bull awakening?
Source: RBC Wealth Management
Three reasons future investors will continue to value human advice
Source: RBC Wealth Management
Here’s What Women Entrepreneurs Need to Know about Succession Planning
Source: RBC Wealth Management |
| Privacy & Security | Legal | Accessibility | Member-Canadian Investor Protection Fund RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under license. © RBC Dominion Securities Inc. 2018. All rights reserved. |